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I apparently predicted that printers would be peeled off from PCs. I've always been a big believer in focus. It's the most powerful factor in business. In the case of HP we always felt it was difficult being the premier consumer and enterprise company. Microsoft MSFT -0.86% clearly has had similar issues. In HP's case there's no silver bullet. No one unit is being held back. But it doesn't encourage focus. I would argue that they should have done this years ago.
Innovators believe disruption is a good thing. And many will tell you there's no market more overdue for disruption than the banking industry. In fact, it was 20 years ago that Bill Gates quipped that "Retail banks are dinosaurs." Yet, today we still apply for loans at traditional banks in the same way we did in 1994 when the former Microsoft MSFT -0.17% CEO made that comment.
Most people that aren't avid gamers haven't-but they should. Investors now value the Carlsbad, Calif. video game accessories company at $1 billion, securing it a place onFortune's Unicorn List. The company has been on a tear lately, recently expanding beyond mice, keyboards, and other controllers into virtual reality and "micro-consoles" and wearables built on Google's Android mobile operating system. With winds at its back, it's a prime target for acquisition by a large company like Microsoft MSFT 3.11%.
Microsoft MSFT -0.83% pushed into the so-called "cloud" long before Satya Nadella became CEO in February. But it was Nadella who championed a more cloud-focused strategy inside the company.
Indeed, the launch of the Chrome browser was something of a debacle. Google GOOG 0.18% had worked hard behind the scenes to orchestrate a media splash. It had readied talking points to explain why it was reigniting a browser war with Microsoft MSFT -0.48%, and why its erstwhile ally, Mozilla, maker of the Firefox browser, shouldn't worry. As part of it, the company had secretly produced an elaborate, 38-page comic book that explained the unique features of Google's browser. It was expected to land in the mailboxes of journalists and bloggers on that Tuesday just as they returned from the three-day weekend.
Last week, he released a 3,000-word mission statement to employees in which he stated the obvious: that Microsoft MSFT 1.02% needs more urgency and followed it up with an equally elusive appearance at Fortune's Brainstorm Tech conference in Aspen, Colo. during which he emphasized the huge potential of his company. One problem: Nadella did not outline how he planned to achieve it.
Much has already been written about Microsoft's new Windows 10 and the reintroduction of its long-lost Start button after the company unveiled its updated flagship operating system on Tuesday morning. The new OS may provide a much-needed advance over its predecessor, Windows 8, but it is unlikely to restore Microsoft MSFT -1.22% to its former glory as the operating system of choice for computing devices-certainly not in an era where tablets and smartphones have largely supplanted the PC in terms of attention.
Microsoft MSFT -0.34% believes this a problem to be solved. "Today, we take the conflict away and I'm absolutely sure of that," declared executive Panos Panay on stage during the May 20 introduction of its new tablet computer. "I'd like to introduce you to Surface Pro 3."
微软(Microsoft)相信这个问题已经得到了解决。在5月20日的新款平板电脑发布会上,微软高管帕诺斯o潘乃说:"今天,我们会给这个争论划个句号,我对此完全有信心。我要向各位隆重介绍Surface Pro 3。"
Experts in communications have not proven any more accurate. Consider that McKinsey's experts in market sizing projected for AT& T T 1.06% in 1980 that the worldwide market for mobile phones would fail to exceed 1 million subscribers by the year 2000. The actual number proved to be well north of 100 million subscribers. Consider also when tech specialist and then Microsoft MSFT 0.74% CEO Steve Ballmerbluntly made his prediction for the Apple iPhone in 2007: "There's no chance that the iPhone is going to get any significant market share. No chance." As it turns out, the device had an approximately 41% market share in April this year, according to market research firm comScore. I'll leave it you to decide if that share is significant.
Back at the end of 2013, Microsoft MSFT -9.25% was on the verge of ending technical support for Windows XP business customers. That convinced lots of IT and accounting departments it was finally time to upgrade from the decade-plus-old operating system, driving sales of Microsoft's newer OSes, like Windows 8.
Since the early days of the video game industry, consoles have ruled the home. Companies like Nintendo, Sega, Sony and Microsoft MSFT -1.11% thrived by building closed ecosystems that developers could creates games over the course of five to 10 years before a new, more powerful box entered the market and the cycle began all over again. But ever since the introduction of smartphones from companies like Apple AAPL -1.31%, Nokia, Samsung, LG, Google and Amazon AMZN -1.02%, video game creators have flocked to these powerful mobile devices and an entire ecosystem of small and independent development studios have flourished (also in part thanks to the digital distribution networks on new consoles from Nintendo, Sony and Microsoft).
Microsoft MSFT -1.23% is delighted that Apple is using its Bing service to search the Web. "Last year Bing became the default web search for Siri, and will now also be the default web search provider in the redesigned Spotlight search feature for the next generation of iOS and OS X," a Microsoft spokesperson told Ad Age. "We're excited about extending the Bing platform to help iOS and Mac customers find what they need to get things done."
Consider the plight of Windows Phone. Microsoft MSFT -1.48%, no mom-and-pop shop, has just 3 percent of the U.S. market and even less share globally. Or perhaps consider the mobile OS remainders bin: Palm, HP (after buying Palm), Nokia, BlackBerry, and a handful of others.
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